Perspectives Content Submission
Thu, 22 Aug 2013
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Morningstar's John Rekenthaler offers his thoughts on how retirees should approach their withdrawals, particularly the 4% rule, the need for flexibility, and the role of longevity.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning .
Even if you're a staunch DIY investor, a financial professional can provide very useful input for retirement planning , estate planning , taxes , and more.
Those approaching retirement will want to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security , and more, says Baird's Tim Steffen.
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